Core Services
Dedicated Business Manager
Business Managers are a dedicated resource to provide best practice business solutions, assist with your business’ growth and assist you to better manage the practice's time, staff and resources. Lonsdale Business Managers have industry experience and act as your liaison point with Lonsdale Financial Group Limited.
VisiPlan
VisiPlan financial planning software is ‘best in market’. Your Business Manager will work with you on the successful implementation of VisiPlan.
Annual Conference and Professional Development Days
The Annual Lonsdale Conference
and Professional Development Days contribute directly to your compliance with PS146 and provide CPD points. These events also allow for networking in a technical seminar environment.
Dedicated Insurance and Risk Unit
Lonsdale holds a life broker’s licence with access to different life offices without the requirements to meet minimum business levels. This incorporates two key services:
- Life Research – product analysis, product comparisons, recommended product list.
- Support – software, quoting facility, technical advice, administration.
In addition, our insurance unit provides a Group Life Pool, training programs and technical and administration expertise.
Wrap Account Limited
Our Wrap Account Limited is an internet based transaction and portfolio administration service for both non-super and superannuation, including personal super and life insurance options. Asset Choice streamlines your business, has a variable fee structure, is web based and offers equity participation and consolidated reports, giving you the opportunity to increase profit and reduce business heads.
Dedicated Compliance Unit
Our accessible, quick and accredited compliance team provides Associates with:
- Scheduled annual review of authorised representatives and their activities
- SOA templates
- Library of text
- General compliance enquiries regarding legislative and regulatory requirements as they change
- Review of key documentation, such as letterhead and business cards
- Authorised Representative administration
- Complaints management
Share Broking Service
Through our association with Lonsec Limited we are able to provide access to:
- Full stockbroking service – portfolio review and advice
- E-commerce solutions – live market data and trade execution
- Listed equities research
- Managed funds research and advisory services
- Alternative Investments Research Group
- IPOs and corporation actions
Lonsdale Finance Choice
Sourcing a loan that is tailored to your needs is vital and should be a simple and easy-to-understand process. Lonsdale Finance Choice is your number one port-of-call for all of your financing needs.
- Home loans
- Investment loans
- Reverse mortgage loans
- Motor vehicle finance
- Equipment leasing
- Business loans
- Personal loans
- Rural loans
Brokerage Collection
- Collection, matching and payment of Fund Manager and Insurance brokerage payments
- Follow up service on outstanding brokerage issues
Research Managed Funds
Highly regarded in the industry, online research, independent, accessible, cost-effective, preferred list, model portfolios.
- Managed funds and economic research
- Listed securities research
- Data feeds
- Model portfolios for managed funds
- Agri-research
Lonsdale Tech Services
Lonsdale Tech Services assists Associates with strategy development and review, innovative solutions to challenges, access to top tech people, is highly time efficient and provides a technical services E-manual and weekly e-mail bulletins.
Marketing Material for Clients
Lonsdale provides regular marketing material such as newsletters, media releases and educational brochures for your clients. Material covers topical and practical consumer information.
Lonsdale SMSF Specialist’s Package
Our SMSF Specialist’s Package is designed for accountants who have a traditional base of SMSF clients and wish to continue giving SMSF advice without changing the shape of their business.
Lonsdale will provide SMSF authorised specialists with:
- An authority to recommend and establish SMSFs and provide strategic advice
- Professional Indemnity Insurance Cover
- Access to the Lonsdale SMSF Group Life Pool with automatic acceptance
- Technical services and support
- Documented processes and procedures for SMSF establishment and ongoing servicing and advice including:
- SMSF Statement of Advice Templates
- A Tailored SMSF Fact Find
- Sample SMSF Administration Agreements; and
- SMSF Product Disclosure Statements
MORE INFORMATION
To find out more about Lonsdale, contact:
Kon Costas
National Manager – Network Development
Tel: (03) 9916 6301
Mob: 0407 365 773
Email kcostas@lonsdale.com.au
|
